Summary
Overview
Work History
Education
Skills
Interests
Timeline
Skills, Qualifications & Licenses
Generic

Josiah Sivewright

Perth

Summary

Data-driven professional with 6+ years of experience in financial services, customer engagement, and data analytics. Proven track record in risk analysis, process optimization, and stakeholder management. Certified data analyst skilled in leveraging insights to drive business decisions and enhance operational efficiency.

Overview

12
12
years of professional experience

Work History

Data Analytics Intern

ENGLISH QUEST
10.2025 - 12.2025
  • Conducted comprehensive School Partnership Risk Analysis, identifying key predictors of partnership challenges including late payments and contract non-renewals, enabling proactive risk mitigation strategies
  • Performed demographic market analysis across Australian suburbs, pinpointing high-growth non-English speaking communities to uncover untapped partnership opportunities for targeted expansion
  • Delivered actionable insights that informed strategic decision-making for school partnership development and resource allocation

Technology Operations Intern

DATA CAREER APP
06.2025 - 09.2025
  • Architected a systematic monitoring framework to track and optimize backend infrastructure resource consumption, driving cost efficiency and scalability
  • Analyzed application performance metrics to identify bottlenecks and recommend optimization strategies, enhancing system reliability
  • Collaborated cross-functionally with management to align IT infrastructure performance with business growth objectives

Insurance Claims Consultant

MUFG FINANCIAL SERVICES
11.2024 - 06.2025
  • Managed complex insurance inquiries for Rest Superannuation members, serving as trusted advisor for income protection, TPD, and terminal illness claims
  • Navigated sensitive underwriting processes, guiding clients through insurance increase applications while ensuring compliance with regulatory requirements
  • Liaised with multi-party stakeholders including claimants, financial planners, and solicitors, demonstrating exceptional communication skills in high-stakes situations.

Trustee Support Specialist

MUFG FINANCIAL SERVICES
11.2023 - 11.2024
  • Served as escalation point for complex member cases within the Trustee Support Team, providing critical assistance to front-line staff and resolving high-priority issues
  • Expedited urgent withdrawal processing while maintaining strict compliance standards, balancing member needs with regulatory obligations
  • Proactively engaged members with on hold transactions, delivering clear explanations and required actions, significantly reducing complaint escalations
  • Identified and lodged Suspicious Matter Reports, safeguarding fund integrity and demonstrating keen attention to compliance requirements

Customer Service Officer

MUFG FINANCIAL SERVICES
01.2023 - 11.2023
  • Mastered complex superannuation regulations within weeks, rapidly transitioning from novice to trusted advisor for REST members navigating rollover and withdrawal processes
  • Guided members through critical financial decisions including retirement withdrawals, hardship claims, and compassionate ground releases with empathy and regulatory precision
  • Facilitated seamless fund consolidations, assisting members with rollovers from multiple funds and ATO-held superannuation into REST accounts
  • Demonstrated resilience under pressure, maintaining professionalism while supporting members experiencing severe financial distress

Customer Solutions Specialist

STELLAR/PROBE
10.2019 - 01.2023
  • Delivered frontline support for Services Australia customers in high-volume contact center environment, consistently meeting service level agreements
  • Rapidly acquired expertise in complex government procedures and regulations, ensuring accurate and compliant customer guidance
  • Earned Certificate III in Customer Engagement through employer-sponsored traineeship while maintaining full-time performance standards
  • Transitioned to quality assurance and coaching role, mentoring team members, conducting call evaluations, and providing performance improvement coaching
  • Partnered with Team Leader to elevate team performance through targeted feedback and skill development initiatives
  • Maintained composure in crisis situations, supporting customers experiencing emergencies, financial hardship, and emotional distress

CAD Designer

FORTUS GROUP
09.2016 - 07.2017
  • Created technical drawings using IronCAD and AutoCAD for disposable mining equipment product range (grader blades, bucket teeth)
  • Supported Sales and Marketing initiatives by producing accurate, detailed product specifications and visual assets
  • Collaborated cross-functionally to ensure design specifications aligned with manufacturing capabilities and customer requirements

Project Administrator

SOUTHERN WIRE
12.2015 - 08.2016
  • Managed accounts receivable portfolio, proactively following up on overdue debtor accounts to optimize cash flow
  • Monitored project financials in real-time, providing management with early warning indicators when projects exceeded budget thresholds
  • Supported project managers with progress claims preparation and administrative coordination, ensuring seamless project execution

Assistant Accountant

UBT NEW ZEALAND (UBT NZ)
02.2015 - 08.2015
  • Executed financial operations support including transaction imports, bank reconciliations, and debtor account management across multiple entity accounts
  • Assisted senior accountants with month-end close processes, ensuring accuracy and timeliness of financial reporting

Assistant Accountant

UBT ACCOUNTANTS AUSTRALIA (UBTA)
01.2014 - 01.2015
  • Supported preparation of financial statements and tax returns for diverse client portfolio under supervision of Associate Accountants
  • Demonstrated exceptional time management, tracking all activities in 6-minute increments while meeting statutory tax and BAS deadlines
  • Performed complex reconciliations including bank, debtor/creditor, balance sheet, gross profit, and taxable income accounts
  • Prepared Business Activity Statements (BAS) and calculated Fringe Benefits Tax (FBT) for compliance reporting

Education

WESTERN AUSTRALIAN CERTIFICATE OF EDUCATION - Accounting & Finance, Regular & Specialist Mathematics, Physics, Modern History, Literature

WOODTHORPE SCHOOL (NOW CALLED ONESCHOOL GLOBAL)
01.2013

Skills

  • Data Analytics
  • Business Intelligence
  • Microsoft Excel
  • Power BI
  • Tableau
  • SQL
  • Generative AI
  • Data cleaning
  • Tableau software
  • Customer relationship management

Interests

  • Dancing
  • Music
  • Wine Tasting
  • Fashion and Style

Timeline

Data Analytics Intern

ENGLISH QUEST
10.2025 - 12.2025

Technology Operations Intern

DATA CAREER APP
06.2025 - 09.2025

Insurance Claims Consultant

MUFG FINANCIAL SERVICES
11.2024 - 06.2025

Trustee Support Specialist

MUFG FINANCIAL SERVICES
11.2023 - 11.2024

Customer Service Officer

MUFG FINANCIAL SERVICES
01.2023 - 11.2023

Customer Solutions Specialist

STELLAR/PROBE
10.2019 - 01.2023

CAD Designer

FORTUS GROUP
09.2016 - 07.2017

Project Administrator

SOUTHERN WIRE
12.2015 - 08.2016

Assistant Accountant

UBT NEW ZEALAND (UBT NZ)
02.2015 - 08.2015

Assistant Accountant

UBT ACCOUNTANTS AUSTRALIA (UBTA)
01.2014 - 01.2015

WESTERN AUSTRALIAN CERTIFICATE OF EDUCATION - Accounting & Finance, Regular & Specialist Mathematics, Physics, Modern History, Literature

WOODTHORPE SCHOOL (NOW CALLED ONESCHOOL GLOBAL)

Skills, Qualifications & Licenses

Certified Data Analyst (Data Analytics Institute), Advanced proficiency: Microsoft Excel, Power BI, Tableau, SQL, Generative AI - Outskill 2-Day Mastermind Workshop (Certificate of Completion), MYOB (Premier, Enterprise, Accountant's Office, Banklink, Exonet), SAP, Salesforce CRM, APS Accounting Software, QuickBooks, CAD Software: IronCAD, AutoCAD, Microsoft Office Suite (Outlook, Excel, Word, PowerPoint), Certificate III in Customer Engagement, Barista Certificate (Five Senses Barista Academy), RSA (Responsible Service of Alcohol)

Josiah Sivewright